T. Rowe Price Dividend Growth ETF
TDVG
81 hedge funds and large institutions have $195M invested in T. Rowe Price Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
22% more capital invested
Capital invested by funds: $159M → $195M (+$35.4M)
8% more funds holding
Funds holding: 75 → 81 (+6)
2.99% more ownership
Funds ownership: 52.98% → 55.97% (+3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$23M |
| 2 |
Rockefeller Capital Management
New York
|
+$2.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.95M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.52M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.55M |
| 2 |
JP Morgan Chase
New York
|
-$3.49M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$2.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
TDVG Hedge Fund Activity: Q4 2023 in Review
81 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q4 2023, worth a combined $195M — up 22% from $159M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TDVG positions and 11 closed out — a net gain of 6 holders — while 32 added to existing stakes and 24 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $23M. The largest seller was Osaic Holdings, cutting an estimated $5.55M.
- 81 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q4 2023, up from 75 in Q3 2023.
- Funds reported $195M of T. Rowe Price Dividend Growth ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 17 funds opened new T. Rowe Price Dividend Growth ETF positions in Q4 2023 and 11 closed out, a net change of +6 holders.
- The largest T. Rowe Price Dividend Growth ETF buyer in Q4 2023 was Sequoia Financial Advisors, an estimated $23M added.
- The largest T. Rowe Price Dividend Growth ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.55M sold.
Based on aggregated 13F filings for Q4 2023.